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Tim Haddon

Financial Planning ConsultantArea Covered: South West

Tim spent 7 years teaching before joining Medical Sickness Society in 1988 and then Legal & Medical in 1999. He specialises in advising dentists and regularly presents to Foundation and other dental groups throughout the Somerset and Devon area. He is also a member of our Investment Committee.

He holds the Diploma for Financial Advisers (DipFA®) and the Certificate in Financial Planning (Cert PFS, formerly FPC) qualifications.

Tim is married to Lucie and has 3 grown-up sons. He enjoys most sports, is a poor but enthusiastic golfer (it’s an age thing!) and, when possible, spends most weekends walking on Exmoor with his family and dogs, Bertie and Lottie.

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request from Max Spurgeon. You can make a complaint directly to us or you can follow the Online Dispute Resolution procedure. If you cannot settle your complaint with us directly, you may be entitled to refer your complaint to the Financial Ombudsman Service

The Financial Conduct Authority does not regulate offshore investments, tax advice, estate planning and some forms of mortgages. The tax reliefs referred to throughout this website are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer. Your home may be repossessed if you do not keep up repayments on your mortgage.

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